Insightly CRM Reviews & Product Details

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

Seller

Unbounce

Discussions

Insightly CRM Community

Languages Supported

English, French, Italian, Dutch, Portuguese, Spanish

Solution Type

All-in-One

Overview by

Travis Northup

Used by Thymometrics and 2 others

Beta

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Insightly CRM Integrations

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Insightly CRM Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Insightly CRM, and what problem is it built to solve?

Insightly CRM is used to bring customer and prospect information together and help teams manage sales relationships and follow-up in one place. Teams also use it to connect customer records with opportunities, tasks, and project work.

What languages does Insightly CRM support?

Insightly CRM supports 6 languages: Dutch, English, French, Italian, Portuguese, and Spanish.

What company sizes and industries is Insightly CRM the best fit for?

Insightly CRM is most strongly represented among small-business teams, with mid-market organizations also appearing across positive experiences. Positive experiences span several industries, especially construction, marketing and advertising, nonprofit work, consulting, and information technology and services.

Small Business: The clearest concentration of positive use, including teams organizing customers, leads, projects, and follow-ups.
Mid-Market: Also represented, with use across sales pipelines, project tracking, and coordination between departments.
Industries: Construction, marketing and advertising, nonprofit organizations, consulting, information technology and services, and renewables and environment stand out among the represented sectors.

How long does it take to implement Insightly CRM across a team?

Teams report a range of implementation timelines, with getting live in under a month the most common experience. Some implementations take longer, particularly when teams are configuring workflows and processes.

Time to go live	Relative frequency
Under 1 month	Most common
1–3 months	Also frequently reported
3–6 months	Reported less often
6 months or longer	Occasional longer implementations

What customer support options does Insightly CRM provide, and how do users find the overall support experience?

Insightly CRM support experiences are mixed: some users describe responsive, knowledgeable help and useful guidance from customer success contacts, while others find it difficult to get a timely, specific answer. The experience can depend on the issue and the support path available to the team.

What is the experience like for teams switching to Insightly CRM from another tool?

Teams have moved to Insightly CRM from spreadsheets and lightweight tools, older CRMs, and larger CRM platforms. The change is often motivated by a desire for easier day-to-day use, more adaptable records and workflows, or a better balance of price and functionality; users describe moving customer and project information into a more centralized system. Transitions can feel straightforward, though configuring the system and learning its terminology may take effort, and some teams find the navigation no easier than their previous CRM.

What tools and platforms does Insightly CRM integrate with, and how do these integrations help users get more value from the product?

Insightly CRM has 8 listed integrations. Users describe connecting it with tools for email and productivity, accounting, marketing, automation, and team communication.

Email and productivity: Microsoft Outlook and Google Workspace/Gmail.
Accounting: QuickBooks.
Marketing: Mailchimp.
Automation and app connections: Zapier.
Team communication: Slack and Twilio.

These connections can keep customer details and communications closer to sales and project records, reduce manual data entry, and help teams coordinate work across the tools they already use.

What features or capabilities could make Insightly CRM even more useful?

Insightly CRM could be more useful with stronger reporting and more flexible ways to tailor dashboards and workflows. Users also point to opportunities to make everyday navigation and data handling smoother.

Expand report and dashboard customization, including more flexible filters and clearer ways to turn reports into dashboard views.
Make automations easier to configure and extend, with more ready-to-use workflows and dependable triggers.
Improve navigation and task handling so common actions take fewer steps and are easier for new users to learn.
Strengthen integration coverage and syncing so information moves reliably between Insightly CRM and connected tools.

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Cierese R.

Special Projects Manager

Small-Business (50 or fewer emp.)

8/30/2023

"Easy to Use"

4/5

What do you like best about Insightly CRM?

I love that you can keep track of your contacts and following your customer relations processes all in one place! The pipelines, ability to assign tasks, and keep track of communication is awesome! Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

There is a degree of getting used to the functions and how they interface with each other. The learning curve was a bit much for me at first, but once I spent some time playing with it, it was easier. Review collected by and hosted on G2.com.

Dionne S.

Senior CRM Administrator/ Developer

Enterprise (> 1000 emp.)

3/26/2023

"Delivering world-class online data storage"

4.5/5

What do you like best about Insightly CRM?

I particularly appreciate Insightly's flexibility in creating custom categories and labels. Whenever I want to store or label specific information, there is already a built-in system that recognises my particular use cases. For example, when tracking follow-ups with recipients by industry classification (music industry versus film production), this feature comes in handy! In addition, from an analytics perspective, it helps me to think ahead before launching new projects, as these activities can be tracked just as quickly - all within a unified platform that keeps everything set up and running seamlessly, rather than having to constantly switch between services such as email platforms + CRM applications - providing companies with real-time data on their customers as well. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

We dislike the lack of convenience when it comes to sending mass emails through Insightly CRM's default email system. To get around this limitation, we have chosen to use multiple external providers, in addition to BCCing our CRM account with each message sent, so that they are correctly connected at both ends. It would be helpful if there was a way for us to add many contacts at once and send a bulk prospecting email, rather than having to manually enter each contact into the platform one at a time. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

With Insightly CRM, I'm able to effectively track and manage my daily tasks. With customisable tasks for opportunities and projects, I can now maximise my productivity throughout the day. This provides me with countless benefits, such as streamlining workflows and increasing my efficiency. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

10/31/2023

"Easy to use"

4.5/5

What do you like best about Insightly CRM?

Lead and Opportunity tracking on the platform Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Some data is not automatically replicated across sections Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

10/24/2023

"Very user friendly"

5/5

What do you like best about Insightly CRM?

It is incredibly intuitive and easy to use Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It buffers too much. takes to long for updates to show. Review collected by and hosted on G2.com.

Alvaro P.

cx scheduler

Mid-Market (51-1000 emp.)

2/25/2023

"work in progress"

3.5/5

What do you like best about Insightly CRM?

Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky. Should have a phone system module with call recording. some of the JOTforms can use some more combo boxes and dropdowns. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

I've only used it for about 3 months. I've used 6 or 7 CRMs in the past in Solar sales, Automotive sales and Service tech operations, and I think that Insightly is heading in the right direction. I think it should add a text to the customer option, adding a picture or the tech arriving and ETA, just like UberEats.... Review collected by and hosted on G2.com.

Arif A.

Sales Coordinator

Mid-Market (51-1000 emp.)

Originally submitted 4/27/2023

"Simple to use and helpful CRM"

4/5

What do you like best about Insightly CRM?

It is a simple and very easy to use. We can keep track or record of call details. Easy and helpful to find group information also has the option to filter information. Invoice function is superfast. Love to use this software Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Log you out if you don't use it for long. Should there be update regarding this Overall this software is great and helpful. You can log in back quickly as well though So in terms of quality its a worth investing money in Review collected by and hosted on G2.com.

Erwin C.

Mid-Market (51-1000 emp.)

2/23/2023

"Basic Interface, Straightforward, Customizable, needs more refinement"

4/5

What do you like best about Insightly CRM?

Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issues from crashing to latencies. Reliable CRM. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Too basic interface or GUI, I couldn't change the theme of my liking nor the graphical interface. I suppose the dev team should be able to give the option for basic GUI, medium settings, or enhanced view just for an additional touch. Review collected by and hosted on G2.com.

Blake G.

Sales

Mid-Market (51-1000 emp.)

2/28/2023

"An easy to use and seamless experience"

5/5

What do you like best about Insightly CRM?

Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Perhaps its because I have more access with my workplace than others but at first, it was hard to understand the layout. Maybe have some kind of a walkthru to help new people get a grip on what going on? Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

2/28/2023

"Good tool to get your organization on track through a CRM"

3.5/5

What do you like best about Insightly CRM?

The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a couple of years of using, complains are minimal. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Not super happy about the fact that you need to pay extra for some of the most interesting integrations (App Connect). In some cases, you may only use 2 or 3, so it's hard to justify the full cost. Review collected by and hosted on G2.com.

Dave M.

Mid-Market (51-1000 emp.)

2/28/2023

"Solid CRM & Marketing tool for my new business ventures objectives"

4.5/5

What do you like best about Insightly CRM?

Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

I would like to have the ability to customize more easily without customer success team support for things like a dashboard or other reporting. This may be possible, but as a non-daily user of the platform I just can't invest the time to learn about it. Review collected by and hosted on G2.com.